Calculate Account type Based on Sales.

[Anonymous]

Hi Team,

Can you please help me to Calculate CY,CY-1,CY-2 based on selected year and also to calculate Account Type based on below Formula.

Account Type	Formula
Renewal	CY-1 > 0 CY > 0	Customer Contributed to last year sales and are coming back this year
Winback	CY-2 > 0 CY-1 = 0 CY > 0	Customers contributing to sales after a gap of 1 year
Acquisition	CY-1 & before = 0 CY > 0	Customers contributing to sales for the first time
Erosion	CY-1 & before > 0 CY = 0	Customers lost this year but were present last year

*Note: CY here denotes as Current Year. Example, CY is 2021. CY-1 is 2020. CY-2 is 2019.

Please find the Sample PBI file here : https://drive.google.com/drive/folders/1YPRvEhYNFmfWsDWY6nFSASFc4Wp_8-co?usp=sharing


Thanks.

[v-lionel-msft]

Hi @Anonymous ,

We don't quite understand what you want. Please provide sample data(or sample .pbix file) and expected output.

Best regards,
Lionel Chen

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[Anonymous]

Hi 
Please find the sample file: https://drive.google.com/drive/folders/1YPRvEhYNFmfWsDWY6nFSASFc4Wp_8-co?usp=sharing

[Ashish_Mathur]

Hi,

Share the link from where i can download your PBI file.

[Anonymous]

Hi 
Please find the sample PBI file: https://drive.google.com/drive/folders/1YPRvEhYNFmfWsDWY6nFSASFc4Wp_8-co?usp=sharing

[Ashish_Mathur]

Hi,

You may download my PBI file from here.

Hope this helps.

[Anonymous]

Hi @Ashish_Mathur ,

Thanks for you reply.
I need Account Type as a Column because i need to filter the data by using that column in slicer.
or can we use already created measure in slicer to filter the data.

[Ashish_Mathur]

Hi,

Instead of using that as a slicer, would you be OK with using that as a filter from the filter pane?